Overview
Tasks can be added to the overall sheet or to individual rows to assign action items to firm users or clients.
View and add sheet tasks
Open the Tasks ☑️ menu using the button in the top-right corner of your sheet. By default, all incomplete sheet-level tasks will be displayed here.
Click +Add a task to create a new sheet-level task.
Sheet-level tasks apply to the overall sheet, not a specific row. Continue to the next section for information on row-level tasks.
Fill out the name, description, assignee, and other details, then click Add task. You can also edit the task's details later, if needed.
Add the Tasks column to a sheet
Tasks can be associated with specific sheet rows by adding the Tasks column to your sheet. See here for more information about adding columns to a sheet.
If the Tasks column is not shown in the dropdown menu, it means this column already exists on your sheet. If it’s not currently visible, you can make it visible from the Columns menu.
Add a task to a sheet row
Click the +Task button to add a task to a sheet row.
Fill out the name, description, assignee, and other details, then click Add task.
View tasks on a sheet row
A pie chart will show you the percentage of tasks completed on a sheet row. Click the icon to view these tasks. Click the Details button on a task to view additional information.
View changes since task was created
Open the task details to view what changes were made to the sheet row since the task was created. This can help you check if the assignee has addressed the action item in your review note.
Filter sheet rows by tasks
Your sheet can be filtered based on the properties of its tasks. See here for more information about using column filters.
Is empty | Rows with no tasks |
Is not empty | Rows with at least 1 task |
My incomplete tasks | Rows with an incomplete task assigned to you |
All incomplete tasks | Rows with at least 1 incomplete task |
View all sheet tasks
You can view the tasks across all your engagement’s sheets on the Dashboard. In the Dashboard’s task menu:
Set the task type filter to “Sheet” to view all sheet-level tasks
Set the task type filter to "Sheet row" to view all row-level tasks
You can add both these filters at the same time to see all sheet tasks and row tasks
Import sheet row tasks
You can import tasks into a sheet rows to quickly create multiple tasks.
In your sheet, navigate to: Utilities > Import tasks > Download template.
Open the template in Excel and add your tasks and sheet row mappings. Save your file.
To import to your sheet, return to the Import tasks menu. Click Upload CSV or XLSX and select your import file.
Additional notes
Tasks added to Sheet templates will not be included in sheets created from that template; however, sheet tasks added to engagement templates will be included in engagements created from that template.